Customers Love Our Software!

Customer Testimonials

MaxiFi Planner is a simple and elegant solution for financial advisors seeking to advise clients or for unadvised investors looking to optimize their own plan.

Gil Weinreich
Seeking Alpha

I finally got around to running my first plan on MaxiFi. You guys have done an outstanding job! The browser interface is easy-to-use and flexible, greatly simplifying data entry. The explanatory notes throughout are very useful as are the maximization functions with flexible assumptions. I’ve spent many hours over the years satisfying myself as to the accuracy of calculations in ESPlanner. I’ve grown to have complete confidence in ESPlanner, which translates into complete confidence in MaxiFi since they share the same computation engine. Congratulations on a fine product.

David Fuhrman, CFA, CFP
National Wealth Management, LLC, Florham Park, NJ

Great help. Thanks! I really like your software. I have an Excel model I've developed over the last few years but this is SO much easier.

Charles C.
Real Estate Development, Franklin, TN

MaxiFi helps answer the question that everyone asks - "Will I have enough money to live on?" It defines "live on" as discretionary spending and that is where the advisor can help the client by making sure that the non-discretionary amount is more inclusive than simple housing costs. Most of my clientele do not want glitz and glamor but want something that they can understand. This fits the bill and is a great arrow in our quiver of tools.

Morris Armstrong, EA
Armstrong Financial Strategies, Cheshire, CT

Very easy to follow and to find what I want. I like the ease of access to the information on the fly.

Nancy S.
Actress and retired from Human Services, Oceanside, CA

Congrats to Economic Security Planning on launching I'm loving it. You folks are true pioneers, and I applaud all that you do.

Drew Boyd
Executive Director, Associate Professor of Marketing and Innovation Carl H. Lindner College of Business
Plan for a Lifetime with MaxiFi Planner